WendyDelia
WendyDelia
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avatarWendyDelia
2021-11-05
We keep our target at $57, 15.8x our 2023 EPS, above $(PFE)$’s historical forward P/Eaverage. Together with strong Q3 results, the expected CDC approval today of theCovid-19 vaccine for kids aged 5 to 11 should drive the stock price up, in our view.From CFRA: We lift our ’21 EPS by $0.07 to $4.19 and our ’22 EPS by $0.13 to $3.68. We keepour ’23 EPS at $3.60. Q3 EPS of $1.34 vs. $0.59 (+129% Y/Y) was above the $1.09consensus estimate. Top-line sales rose 134% Y/Y to $24.1B in Q3 above theconsensus estimate of $22.8B as the Covid-19 vaccine brought $13B in sales,roughly $1.5B above forecasts. Excluding the vaccine impact, operational growthcontinued to be moderate (+7% Y/Y), driven by oncology (+11% Y/Y) and hospitalproducts (+29% Y/Y), counterbalancin
avatarWendyDelia
2021-11-15
$SINGAPORE AIRLINES LTD(C6L.SI)$ This better go up. I was forced to buy 2 tickets for a 1 way trip. The first airline cancelled my flight twice and is trying to put me on a flight 2 weeks later than the original date booked. I booked a 2nd ticket with a different airline as I can't wait 2 weeks which I hope does not get cancelled.
avatarWendyDelia
2021-11-18
This travel ban lift in 33 countries for the vaccinated travelers is another stepping stone to airline company higher rip as the world continues to improve from the pandemic. The demand is strong especially heading into holiday season.$SINGAPORE AIRLINES LTD(C6L.SI)$
avatarWendyDelia
2021-11-18
$(AMC)$ holding again above 40, extreme buy pressure anywhere from 36 and down. We aren't going anywhere, let those FTDs pile up. And the intrest on those shorts and in the end, we know we have already won.
avatarWendyDelia
2021-11-22
$Moderna, Inc.(MRNA)$ To reach 500 (without hype) next catalysts need to happen:- new booster shots orders for 2023- cmv phase 3 successful results- flu phase 2 successful results- 2022 estimated income 20bilAll this can happen in q1-q2 next year. Probability quite big 70-30 so I am staying long here.To go to 600, additionally:- estimated income 24bil for 2022- purchase of Crisp (for example or similar)- consistent good results from other products tests- strong orders for 2023 booster shots - estimate of 2bil dosesThis can probably happen q3-q4 next year. I would estimate 50-50.
avatarWendyDelia
2021-11-29
$PayPal(PYPL)$ the institutions and whales are loading up here for a reason. The long term growth is undeniable and the discounted shares give a great buying opportunity
avatarWendyDelia
2021-11-25
MICRON TECHNOLOGYbased on long-term & views on micron, I believe the risk/reward profile with micron is very attractive as the stock continues to break out & catch up with the rest of the industry. that said, if you want some additional margin of safety, consider a cash-secured put strategyMU Similar Stonks ComparisonSemiconductorsMarket Cap $(MU)$ 93.8 B $(WKEY)$ 103.1 M $(AAOI)$ 162.0 M $(HIMX)$ 1.8 B
avatarWendyDelia
2021-11-05
hopefully there will be a shift from pandemic plays into solid growth companies with strong viable business with endless runway.$(PTON)$ your money is safe with $Palantir Technologies Inc.(PLTR)$
avatarWendyDelia
2021-11-04
$(LCID)$ Ferrari stated yesterday that they are looking for a partnership. I think In the luxury ev market lucid should be a possible partner.
avatarWendyDelia
2021-11-25
$Bionano Genomics(BNGO)$ my biggest concern with investing in this company is the development of Long-Read Sequencing. Competition.. Anyone got a hardcore, highly detailed side-by-side comparison between OGM & LRS? I think this would be a good topic to discuss about.

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